A brokerage company, created as a side business within a data & tech group, is looking for a new strategic direction. Faced with very high profitability targets for 2026 and a potential sale in multiples of EBITDA, the BU's CEO asked Hekzé to define a convincing roadmap to present to the Board of Directors.
MISSION
Strategic diagnosis:
- Meeting with BU and Holding executives.
- Analysis of the structure's strengths and weaknesses.
Strategic reorientation:
- Focus on the company's real assets: expertise in sales scoring modelling
- Unique positioning with a data-driven model.
Operational support:
- HR assessment to structure teams.
- Development of B2B partnerships.
- Definition and execution of a financial public relations strategy.
OUTCOME
1. Validation of a strategic roadmap by the Holding Company, with a 2-year perspective to maximize goodwill.
2. Clarity on the company's unique positioning thanks to its data and technological assets.
3. Accelerate operational transformation by aligning HR, governance and business development.
